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private equity

“Automated Portfolio Reporting Aggregation for Private Equity”

Actions Used:

🔍

Structure Extraction

Productivity
📑

Multi-Format Data Parsing

Analysis
👥

Human-in-the-Loop Verification

Security
🦾

Secure Local Deployment

Security

Model Type:

Self-hosted LLM (Meta, DeepSeek-v6)

Problem

A private equity firm requires structured, consistent updates on the performance of its portfolio companies. These companies, typically at a pre-Series B stage, report information in inconsistent and unstructured formats. Data is dispersed across emails, pitch decks, call recordings, and varied reporting templates.

Analysts are required to manually collect, interpret, and standardise this data on a quarterly basis — a process that consumes significant time and introduces risk through inconsistency, omission, and duplication. Conventional consolidation workflows cannot keep pace with the scale and variability of input formats.

Simple Solution (Generic)

Aggregate all available materials into a large language model and prompt it to generate structured reports.

This approach fails in practice. Unstructured inputs lead to unreliable organisation. LLMs struggle to consistently extract semantically aligned information across formats. Critical data is often missed or misinterpreted, and output quality varies depending on document type and phrasing. No consistent structure is enforced, and high-value insights are diluted by noise.

Tromero's Solution

Bespoke. Secure. Consistent.

Tromero designed a fully private pipeline that enforces structural consistency, supports multi-format ingestion, and incorporates human review where necessary, to ensure accuracy while avoiding manual overhead.
1. Logical Structure Extraction
Consistent output across all portfolio companies
Tromero derives a structural template from high-quality analyst reports using a proprietary structure extraction pipeline. This structure informs all downstream parsing and output generation, ensuring every report adheres to the same logic, data types, and presentation.
Every update follows a standardised format — enabling faster review, comparison, and downstream modelling.
2. Multi-Format Data Parsing Pipeline
Accurate extraction across calls, emails, decks, and reports
A tailored ingestion pipeline built to handle transcription of calls, parsing of unstructured emails, and extraction from both structured and informal documents. Each format is processed using specialised routines, with cross-validation mechanisms to ensure fidelity.
From voice memos to pitch decks, all inputs are normalised into a single, structured dataset — without format-specific logic from the analyst.
3. Human-in-the-Loop Verification
Intelligent escalation of uncertain content
Tromero deployed a confidence-based verification system that flags ambiguous or unusual data points for manual review. Human oversight is applied only where required, preserving quality without compromising efficiency.
Unexpected data? Flagged automatically. Everything else? Verified, parsed, and structured autonomously.
4. Secure Local Model Hosting
No external data exposure
All model components operate on-premise or in a secure private environment. Sensitive content — including internal financials, investor notes, and personal identifiers — is never transmitted to external APIs or third-party platforms.
Full automation without compromising confidentiality.

Outcome